As 2022 got here to a detailed, over 90 particular person provisions handed as a part of the Setting Each Group Up for Retirement Enhancement (SECURE) 2.0 Act. This presentation will take a deep dive into related incentives and alternatives with new plan creation. Don’t miss this presentation that can assist advisors perceive this monumental laws supposed to extend the supply of, and participation in, retirement financial savings plans.
Particularly, advisory professionals will be taught:
- Particulars of the important thing modifications related to “Starter 401(ok)s” for small enterprise house owners
- How and why outlined contribution plans at the moment are primed for a surge attributable to components that incent, automate and take away obstacles to plan participation
- Key alternatives for advisors to leverage SECURE 2.0 to win new plans, and wealth, enterprise
Wealth and retirement plan advisors gained’t wish to miss this session that can put together them for the wave of recent plan creation that can be pushed by SECURE Act 2.0.
Accredited for Fi360 CE Credit score. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
John Faustino, AIFA®, PPC®
Head of Fiduciary Coaching & Know-how